Business Solutions

Your Transition Specialist will provide training on our suite
of technology solutions. We know that everyone has different learning styles when
it comes to technology, so we base our training on how and when you want to receive
information, while never overwhelming you.

Waddell & Reed technology offering/registration

Personal computer/networking support

eSuite Advisor Portal

Microsoft Outlook Web Access

eLearn (Pinpoint Global Communications)

NetX360™ (Pershing)

SmartOffice (EBIX CRM, formerly E-Z Data)

COMPASS (Albridge Solutions)

INVESTMENTPlan (Morningstar® Advisor WorkstationSM)

FOCUSPlan (EISI – Profiles Professional)

FOCUSPlan Forecast (EISI – Profiles Forecaster)

FOCUSPlan Premier (EISI – NaviPlan Extended)

Forefield AdvisorTM

Tax Facts and Field Guide (National Underwriter Company)

eStub®

Compensation and Benefits

Your Managing Principal will review and explain our compensation package, thereby
ensuring you are able to maximize your income potential. In addition, your Transition
Specialist will arrange for you to meet with a dedicated benefits resource to ensure
that you fully utilize the benefits provided.